Broker's Assistant Position
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The document describes the responsibilities of a Broker's Assistant Position at The Master InsuranceAgency, Inc. The position involves various administrative duties like answering phones, filing, copying and faxing. Additional responsibilities include updating files and policies, obtaining quotes and renewals, making certificates of insurance, contacting clients, processing claims, cancellations and more. The ideal candidate will have business or insurance experience but training will be provided. Fluency in Mandarin, Cantonese or Korean is preferred. The full-time position requires working about 70 hours per week Monday through Friday.
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Broker's Assistant Position
- 1. The Master InsuranceAgency, Inc.The Master InsuranceAgency, Inc. Broker’s Assistant Position Responsibilities/Duties include but not limited to: • Administrative duties: phone calls, filing, printing, copying, faxing • Updating files and policies, transaction memos • Look up policies renewal amounts, quotes for new accounts on various insurance carrier websites • Making Certificate of Insurance for renew accounts and new accounts • Contact the insured regarding Reminder notice of audit, remind the insured fill out the audit papers from Insurance co., and fax or email a copy of filling out audit papers to us. • Make a copy of any cancellation paper for the agents and for the file. • Print and send the invoice for the insured when requested. • Make and email any claim report to insurance company, and follow up the claim in the future. • Make cancellation request letter when certain account has transferred to another insurance company. • Make any necessary updates in Hawksoft • Make and mail new and renew policy books • Order loss run report from insurance co. • Order renew policy and renew premium from insurance co. by email or website. • Assist in sales and getting new customers insurance, and maintaining current customers’ relations Accepting any majors, business or insurance related preferred. Fluent Mandarin, Cantonese, Korean speakers preferred Must be interested and open to learning about the insurance industry If hired, training will be provided. Full-time preferred, must be able to work about 70 hours a week, Work times: Monday – Friday, 9:30am – 6:00pm Send your resume and questions to Tiffany@themasterins.com, and a little bit about yourself and why you want this position.